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FIND menu item

Menu item FIND:

  • Locates all your clients and customers in your database.
  • From the FIND menu you can:
    • Open a Client Management (CRM) page for your Client
    • Within that page you can:
      • Update there details
      • Add/Edit Bookings for that client
      • Add/Edit Orders for that client
      • Add/Edit/Send Formal Communications for that client
      • Add/Edit Forms and Information Relating to that client
      • Easily Communicate with that client
  • The FIND menu item allows you to sort your clients via:
    • Last Updated (the default)
    • First Name
    • Last Name
  • The FIND menu item allows you to search for clients via a search bar.  You must enter at least three (3) characters in the search bar in order to start searching for your client.

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